GeoWealth
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GeoWealth Benefits Overview
Competitive Salary and Bonuses: We strive to attract top talent and offer competitive salaries with performance-based bonuses Frequent Team Outings: We make time to unwind and recharge with team happy hours and volunteering events Flexible PTO and Work Schedule: We value work/life balance and empower employees to manage their own time Convenient Office Location and On-site Gym: Our brand-new office is located in River North near public transit and has a free on-site gym Medical, Dental, and Vision Insurance: We offer comprehensive health, dental, and vision benefits FSA and Transit Benefits: Employees can contribute pre-tax dollars to our FSA and transit program Stocked Kitchen and Weekly Lunches: We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week 401k With Company Match: We offer a 401(k) plan with company-match and a broad selection of investment options
Compensation + Benefits
Offers 401(K)
Offers disability insurance
Both short term and long term disability insurance offered and paid for by GeoWealth.
Offers charitable contribution matching
Provides 401(K) matching
We offer a 401(k) plan with company-match. GeoWealth matches 100% up to 3% of compensation and 50% of deferrals that are greater than 3% but less than 5% of compensation.
Offers life insurance
Life insurance paid by GeoWealth of 1x salary, up to $200,000. Supplemental life insurance offered, at the expense of the employee, at date of hire.
Offers childcare benefits
Annual allotment of paid time off for childcare.
Offers generous parental leave
Parental leave offered.
Provides an onsite Mother's Room
Provides family medical leave
GeoWealth offers job-protected leave, as well as maintained health benefits, for any employee eligible under the Family and Medical Leave Act (FMLA).
Provides fertility benefits
Included within most insurance plans offered through Illinois.
Offers company equity
Phantom equity may be given to employees at the discretion of company leadership.
Provides home-office stipend for remote employees
As appropriate.
Offers performance bonuses
Offers dental insurance
Dental plan offered through Guardian. GeoWealth pays approximately 80% of the dental insurance benefits.
Offers health insurance
Health insurance benefits offered through BCBS of Illinois. GeoWealth pays approximately 80% of the health insurance benefits.
Offers mental health benefits
We offer an Employee Assistance Program that includes mental health assistance and coaching sessions.
Offers Flexible Spending Account (FSA)
Employees can contribute pre-tax dollars to our FSA offered through Wex.
Offers vision insurance
Vision plan offered through Guardian. GeoWealth pays approximately 80% of the vision insurance benefits.
Company Culture
Provides commuter benefits
Employees can contribute pre-tax dollars to the transit program.
Provides free snacks and drinks
GeoWealth has a fully stocked kitchen, including snacks and coffee, tea and soda available.
Provides onsite office parking
Our office building on Michigan Avenue offers convenient access to paid parking lots.
Some meals provided
Employees get free lunch every Thursday, which on a monthly basis is followed by a happy hour later in the afternoon.
Has a diversity manifesto
Hiring practices promote diversity
We maintain a commitment to representation across all identities, cultures, backgrounds and viewpoints; ensuring a welcoming workplace for all.
Utilizes a flexible work schedule
GeoWealth provides employees with a flexible work schedule that includes flexible start and end times.
Utilizes a hybrid work model
Offers a remote work program
Our remote work program includes the ability to work from home on occasion as needed, with most employees working from home at least twice a week.
Utilizes an open door policy that encourages accessibility
Implements team-based strategic planning
Open office floor plan to encourage communication and collaboration
Uses an OKR operational model to clearly define goals and priorities
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Regular happy hours and more.
Offers fitness stipend
Employees can enjoy company-sponsored sporting teams for no cost.
Provides access to an onsite gym
Provides opportunities to volunteer in the local community
Our GeoWealth Gives program allows employees to give back to the community in different ways, whether it's gathering goods for donation, working to support local organizations, or fundraising.
Offers company-sponsored happy hours
Monthly happy hours hosted either at the office or offsite.
Provides recreational clubs
Employees participate in sports leagues together.
Offers generous PTO
Our unlimited vacation policy ensures that PTO is generous.
Provides paid sick days
Generous PTO for vacation and sick days.
Offers a flexible time off policy
Provides paid holidays
Utilizes an Unlimited PTO policy
Provides bereavement leave
Career Growth + Development
Provides continuing education stipend
With required approval.
Provides paid industry certifications
GeoWealth covers the costs of industry certifications required for job duties, such as FINRA Series designations.
Job training & conferences
Hosts Lunch and Learns
GeoWealth runs Power-Up sessions where employees gather on-site during business hours to learn about industry trends, personal finance, and other job-related topics.
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